What the mobile app is for

What it is

Pleno’s mobile app is an installable progressive web app (PWA). After you add it to your home screen, it opens in its own shell with a tab bar floating along the bottom and routes under /m/….

It is optimized for the things people do away from a desk:

• Submit and review reports, and add photos or files to them
• For council: triage maintenance, move cards, vote, update a card's details, and add notes and files
• Browse and open documents; admins (president, VP, delegated PM) can also upload one
• Manage basic account settings, push, and the app's theme

It is not a full replacement for desktop Settings, billing, Timeline, contractors and contracts, or organizing the document library (categories and bulk uploads).

Getting around

• Tabs: Reports and Documents, plus Maintenance for council, and Ask AI for council on Pro.
• Top bar: on Reports, Maintenance and Documents, your building is on the left, and search and your avatar are on the right. Tap your building or your avatar to open the account sheet: switch building (when you belong to more than one), choose a Theme (System, Light or Dark), open Account settings, or Log out, which asks you to confirm.
• Detail screens: a card, a report, a document and Account settings open on their own screen, with a back button and their own actions, and without the tab bar. Back returns you to where you came from. Opening one slides it in from the side, as in other phone apps; with reduced motion turned on, it appears straight away.
• Search: on Reports, Maintenance and Documents, tap the search button in the top bar. With a keyboard, ⌘K / Ctrl+K opens search from any screen.

Two mobile experiences

Opening Pleno in a normal phone browser does not automatically switch you into the /m app unless you install it (or use a PWA force link).

In a phone browser

The website keeps the same pages as on a computer, laid out for the phone:

• Bar at the bottom, council: Maintenance, Reports, Documents, Contractors and More. More holds Timeline, Settings, Help docs, Send feedback, your strata accounts (tap one to switch building, or Add strata account) and Report an issue. On Reports, Report an issue is also the button at the bottom right.
• Pro trial: if you manage billing, More also has Pro trial, which opens Plan & billing. In the trial's last 14 days it moves to the top of each page and counts down the days left.
• Bar at the bottom, residents: Reports, Documents, Report (report an issue) and Account.
• Top bar: your building on the left: tap it to switch building or add a strata account. Search and your avatar are on the right; the avatar has Settings, Help docs, Send feedback and Log out, and Support access for council.
• The page's own bar: under the top bar, each page shows its title, then any search and buttons it has, with Filter as an icon. On a long list this bar scrolls away with it, so the list gets the screen between the top bar and the bar at the bottom.
• Lists: each row shows its title, one or two key columns such as its date, and its ⋮ menu where rows have one, so nothing needs a sideways scroll. Tap a row to see the rest. Where a row has nothing to open, what you need from the other columns shows under its name or date: a member's unit, a support session's access and when it ends, a past council member's email. A few columns show only on a larger screen: in Documents, the category and AI status (the category is also under ⋮ → Edit if you can edit documents); in Settings, the date a member joined, an invitation's sent and expiry dates, and a past council member's AGM date, term and end reason. In an Ask AI answer, a wide table or a long line of code scrolls sideways inside the answer.
• Settings: opens on the list of settings (for council, the Overview follows it: tap Overview to go down to it). Each section opens on its own, with ‹ Settings at the top to go back; Back to app is at the top of the list. Save changes and Discard appear at the bottom only once you've changed something.
• Timeline (in More): the chart opens at today and scrolls sideways, with the card names staying at the left; tap a row to open its card or a day to see its reports.
• Depreciation report: tap a year to list its items, and an item to open its details full screen.
• Ask AI opens without the keyboard, so the suggested questions stay in view: tap the box at the bottom to type.
• Maintenance board: one column at a time. The chips above the cards (Planning, In progress, On hold and Done, with their counts) switch columns. To move a card, open it and use Move to in its ⋮ menu: cards can't be dragged on a phone.
• For council: next to the title on Maintenance, Reports and Contractors, a menu switches between the page's views: Board, Depreciation report and Archived on Maintenance; Active and Archived on Reports; Directory, Renewing soon, All contracts and Archived contracts on Contractors. Ask AI is the sparkle icon after the page's other buttons. The Maintenance and Reports tabs show how many cards and reports need review, and if you review reports, Needs review under the Reports title lists them.

Home screen

The mobile app home is Reports (/m/reports), not a separate dashboard.

Related

• Installing on iPhone and Android
• What you can and cannot do on mobile